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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
801
Tiemann Investment Advisors
California
$424K -$46 -2 -0%
AC
802
Apella Capital
Connecticut
$417K -$1.37K -60 -0.3%
HCP
803
Hardin Capital Partners
South Carolina
$415K -$3.86K -169 -0.9%
FIA
804
Foundations Investment Advisors
Arizona
$415K +$417K +18,270 New
SFG
805
Sage Financial Group
Pennsylvania
$413K -$20K -875 -5%
SHA
806
Seneca House Advisors
Virginia
$412K +$1.55K +68 +0.4%
HR
807
Hardy Reed
Mississippi
$411K -$2.26K -99 -0.5%
RPSA
808
Richard P. Slaughter Associates
Texas
$410K -$5.71K -250 -1%
BDF
809
Black Diamond Financial
Maryland
$410K +$28.7K +1,256 +7%
RCWM
810
Royal Capital Wealth Management
Indiana
$410K +$160 +7 +0%
BWFA
811
Baltimore-Washington Financial Advisors
Maryland
$410K +$413K +18,069 New
RFC
812
Regions Financial Corp
Alabama
$410K -$6.85K -300 -2%
JPWM
813
Jamison Private Wealth Management
Georgia
$409K +$1K +44 +0.2%
UAS
814
United Asset Strategies
New York
$409K – – –
YAL
815
Your Advocates Ltd
Texas
$407K +$26.7K +1,169 +7%
AAS
816
Ameritas Advisory Services
Nebraska
$406K +$87.7K +3,841 +27%
SPWM
817
Schrum Private Wealth Management
Florida
$405K -$408K -17,850 -50%
SFP
818
Shepherd Financial Partners
Massachusetts
$405K +$1.42K +62 +0.3%
SRC
819
Sage Rhino Capital
California
$404K +$2.6K +114 +0.6%
PWA
820
Physician Wealth Advisors
Utah
$401K -$1.12M -48,954 -73%
AFA
821
AA Financial Advisors
Ohio
$401K -$1.32K -58 -0.3%
PSF
822
Pacific Sun Financial
California
$400K -$8.22K -360 -2%
ONSWM
823
Old North State Wealth Management
North Carolina
$396K +$2.97K +130 +0.8%
OWM
824
OneAscent Wealth Management
Alabama
$395K -$119K -5,193 -23%
KA
825
Klingman & Associates
New York
$395K +$13K +570 +3%
31 32
33
34 35